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First Command Educational Foundation Annual Report for 2013
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2013 ANNUAL REPORTFinancial Education and Scholarships Since 1983
11479 CFC Program Partner since 2006
First Command Educational Foundation (FCEF) Leadership Comments
A s I reflect on FCEF’s accomplishments for 2013, I want to share a favorite analogy of mine. I want you to picture a watch or clock with the hands pointing to the time. When you look at those hands, there is so much more to think of than just what time it is. The hands are simply the visible components that everyone sees, out front telling the story.
But without all the gears and key components in the back working in perfect sync with the others, there would be no story to tell. So instead of my normal “state of the Foundation” comments, I want to simply thank the many people who are behind the scenes making FCEF’s story!
As you review our 2013 Annual Report, you will read about many of the programs and services we provide. While this work is extremely important, it simply cannot be accomplished without the people who make it happen. I am personally very grateful to each person who has helped the Foundation with its outreach to others. You are the ones who made our story happen. Thank you for caring about others!
Blessings to all,
Vickie C. Mauldin, CEO Proudly serving FCEF since 2005
Educational Highlights• Served 2,951 individuals in 20 states and
2 countries with 108 presentations• Made 72 financial literacy presentations
to 1,965 military servicemembers• Trained 406 persons in 15 separate
classes for organizations who serve the less fortunate and homeless individuals in the Fort Worth community
• Developed financial literacy curriculum used in all Project Sanctuary retreats for military servicemembers
• Developed and delivered military benefits presentation at nine Hiring Our Heroes job fairs
• Enrolled 113 instructors in 56 school districts in 19 states and 2 foreign countries in Money Matters Online
• Added three new military-specific training modules to Military Money Matters
• Launched an updated version of Basic Finances 4 ALL
• Developed and conducted a specialized 3-session course for “firsties” at the U.S. Naval Academy
FCEF MAJOR HIGHLIGHTS
Blessed are those who can give without remembering, and take without forgetting{ }
6th annual “Chip-In for Education” Golf
Classic netted almost $38,000
THE BEST RESULTS EVER!
Made 72 financial
literacy presentations
to 1,965 military servicemembers
2
First Command Educational Foundation (FCEF) CEO Comments . . . . . . . . . . . . . . . . . . . . . . . . 2Table of Contents and FCEF Major Highlights . . . . . . . . . . . . . . . . 2-3 Education Programs . . . . . . . . . . . . . . . . . . 4-7Scholarship Programs . . . . . . . . . . . . . . . . 8-10Scholarship Recipients . . . . . . . . . . . . . . . . . . 11“Chip-In for Education” Golf Classic . . . 12-13Annual Donors . . . . . . . . . . . . . . . . . . . . . 14-16Lifetime Donors (since 2002) . . . . . . . . . . . . 17Financial Highlights . . . . . . . . . . . . . . . . . . . 18Board of Directors & Staff Members . . . . . . 19
Table of Contents
Development Programs• Increased both corporate and individual
contributions, exceeded annual projections by 10%• 6th annual “Chip-In for Education” Golf Classic
netted almost $38,000 for scholarships; THE BEST RESULTS EVER, with a full field of players » First Pacific Advisors (FPA), lead title sponsor
for Golf Classic, donated $10,000• Received $22,479 during the 2013 DonorBridge/
North Texas Giving Day• Manned table at Armed Forces Bowl pre-game
celebration with First Command Financial Services• First Command’s very own Carol Payne crafted and
donated a very popular red, white, and blue quilt for fundraiser
Scholarship Programs• Awarded grand total of $123,500 in scholarships to
82 students in 25 states and the United Kingdom• 55% of total awarded scholarships went to recipients
through military-affiliated organizations• Reintroduced the Donaldson D. Frizzell
Scholarship; $20,000 awarded to 10 recipients » Active duty military and their family
members received $13,000 in awards » First Command Financial Services clients and
their family members received $5,000 in awards » First Command Financial Services advisor/staff
family members received $2,000 in awards• Increased donations to scholarship programs
through family members of scholarship recipients
55% of total awarded scholarships went
to recipients through military-affiliated
organizations
$123,500 awarded in scholarships
3
Communities We ServeOur primary focus was on programs and resources for America’s military members and civilian federal employees and their families, but we also extended our services to schools and community organizations that share our core values and aspirations.
Government/Military
Business/Industry
Education
Civic
Education ProgramsFCEF’s Education Programs directly supported our mission by providing financial literacy programs and tools to educate those who serve.
Schools and Community OrganizationsThis year, our commitment to serve a diverse civilian community was made evident by our presentations to audiences at the Salvation Army, Union Gospel Mission, North Crowley High School, New River Community and Technical College, and others.
Civilian government employeesFCEF conducted presentations for the Fort Worth (Texas) Housing Authority, the U.S. Forest Service in West Virginia, a Federally Employed Women chapter in Ohio, the USDA-Farm Services Agency in West Virginia, and the U.S. Department of Labor Mine Safety and Health Administration in West Virginia, among others.
Faith-Based
SocialServices
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In 2013, the Foundation collaborated with Army, Air Force, Navy, Marine, Coast Guard, Army National Guard, and Army Reserve organizations to provide financial education for servicemembers and their families. FCEF also conducted presentations for veterans and their families, and for high school JROTC and college ROTC students.
We offer financial literacy education in several ways. FCEF’s speakers can provide the instruction or presentations, we can train members of the unit as speakers, and we train military financial counselors in money management issues and counseling techniques, in addition to providing access to our online resources.
Among other accomplishments in 2013:• We provided presentations to Naval
Academy midshipmen to help prepare them in their personal life and as counselors in financial affairs for their subordinates.
• FCEF began providing financial literacy programs at Project Sanctuary in Colorado, which conducts retreats to help veterans returning from deployment to
reconnect with their families and communities.
• We provided 12 presentations at 9 separate national Hiring Our Heroes job fairs to remind soon-to-be civilians of the valuable service benefits they’ll lose and will have to acquire on their own.
• We created the opening presentation for Military Saves Week at NAS Jacksonville, as well as most of the materials for various classes held during the week.
• We provided materials for 27 presentations to 840 members of the Utah and the Texas National Guard.
• We provided presentations at the joint national meeting of the American Freedom Foundation and Association of the United States Army in Washington DC.
• We added 3 new military-specific modules to Military Money Matters: Military Life Insurance, Military Pay, and Survivor Benefit Plan.
In all, the Foundation made roughly 86% of its financial literacy presentations to military servicemembers and their families in 2013.
Focus on the Military
PresentationsFCEF offers financial literacy educational programs anywhere in the world to military units,
government employee organizations,
community organizations, church groups,
schools, corporate audiences, and other
interested parties. Our presentations
stress principles, not products, and there
is no product solicitation or commercial
endorsement.
We have a variety of curricula, financial presentations, and seminars on numerous financial literacy
topics such as budgeting, credit and debt
management, retirement planning, and
investing, as well as military-specific subjects
such as Thrift Savings Plan, Planning for
Deployment, Military Retirement Plans,
and Survivor Benefits. Our current library
contains over 50 PowerPoint presentations, and we can customize
them to meet specific needs of the target
audience.
ResourcesFCEF has many tools for providing financial literacy instruction.
Volunteer SpeakersMembers of the FCEF staff or volunteer
speakers deliver our presentations programs.
These certified volunteer speakers are
usually retired military servicemembers
(48% of our speakers) and members of the
business community who are capable of
delivering presentations and seminars on a
variety of financial subjects.
FCEF could not have accomplished
this year’s increased presentation load
and outreach without our more than 89
volunteer speakers, trained and certified
to teach our financial education programs.
This year they registered more than 134
hours of volunteer time to present financial
literacy programs to support FCEF and
its mission. We are very appreciative and
proud of our volunteer speakers.
Thank You to all our great volunteers! We could not educate
others without you!!
The winner is...The competition for the most
presentations conducted was a
tie between Glenn Lewis and
Ralph Kelly, each having made 7
presentations.
Glenn is a retired Lt. Col., U.S. Army,
living in San Antonio, Texas.
Ralph is a retired Col., U.S. Army, who
resides in Summersville, Va.
The volunteer speaker who TRAVELED THE FARTHEST
from home and most miles in support of FCEF was ORION KUJALA, a retired Maj., U.S. Army Reserve, and
former FCFS advisor, who traveled 1,038 MILES ROUND
TRIP from his home in Lincolnton, Ga., to Camp Shelby, Miss.
Glenn
Ralph
Orion
6
FCEF has developed a number of free web-based programs in financial literacy, and we are continually working to improve their delivery and content.
Military Money Matters, adapted from our Money Matters Online program, was developed to address the need for financial literacy education for military servicemembers and their families.
• This year we added 3 new military-specific modules: Military Life Insurance, Military Pay, and Survivor Benefit Plan, for a total of 5 military-specific modules.
• We also added self-registration capability to allow users to enroll themselves in the program without need for an instructor.
Money Matters Online provides instruction in 12 financial topics for young adults.
Basic Finances 4 ALL provides a brief introduction to 5 fundamental areas of personal finance: spending plans, basic banking and accounts, credit, debt and loans, and investing.
Online Curricula
Ralph
WebsiteUnder “Financial Tools and Calculators” on the FCEF website (www.fcef.com) are a variety of calculators for home-buying, personal loans, investments, retirement planning, and leasing. There are also a debt reduction calculator and a budgeting spreadsheet.
7
Scholarship ProgramsIn January 2014, Forbes Magazine published an article entitled “Top Issues Facing Higher Education In 2014,” where the following excerpt was noted: “Cost continues to top the list of concerns for the President, Congress and, most importantly, the public. Much of the cost increase over the past five years can be attributed to reduced state tax support for public institutions which has forced an offset through increases in tuition and fees. The highest increases have been at public colleges and universities where 75% of students are enrolled.”
Each day, numerous phone and email inquiries from parents and college applicants seeking financial assistance remind us just how much “cost” is a factor in the pursuit of higher education.
FCEF seeks every opportunity to use data to guide its decision making. The Donaldson D. Frizzell application process provides the best opportunity to collect information from a large pool of scholarship applicants that can be used to guide the development of FCEF’s financial educational programs. For example, the graphic above reflect how applicants responded when asked, “What Financial Topics are you Most Interested in Learning About?”
Due to the continued high demand for scholarship funds from military families and to
align FCEF scholarship funding with our educational program’s target market, last year FCEF restructured the Donaldson D. Frizzell Scholarship to be its only open, direct-to-FCEF competitive scholarship award to assist our men and women in uniform and their families.
In 2013, FCEF resumed the Donaldson D. Frizzell Scholarship and awarded a total of $20,000 to U.S. uniformed services members, and their spouses and dependents; First Command Financial Services’ clients and their families; and dependent family members of First Command Advisors and field office staff members. Scholarship awards ranged from $1,000 to $3,000. We are delighted to introduce you to our Donaldson D. Frizzell Scholarship recipients in their award categories.
Uniformed ServicesAdam Burgess Danielle Domini Sean Ketterick Candice Passerella Nigel Reale David Sebastiani
FCFS ClientRikki Ignacio Micaela Rehak Justin Wait
FCFS Advisor/ StaffEmily Ross
Donaldson D. Frizzell Award Recipients per Category
Budgeting 55%
Savings and Investments 29%
Debt Management 11%
Home Ownership 3%
Retirement & Estate Planning 2%
What Financial Topics are you Most Interested in Learning About?
Frizzell Scholarship
Awards Breakdown
Military $13,000Other $7,000
8
“Thank you so much for selecting me as one of the recipients of your scholarship awards. During these difficult economic times, I feel blessed to have qualified for many scholarships; however, they are very difficult to win. This is the first scholarship I have heard back from and hearing of my selection was very rewarding. With three people in my family attending college this fall, the scholarship will allow me to go to college with less family and student debt…” — Nigel Reale
“Thank you so much for your generous…scholarship.” “Your scholarship has helped my family and me [transition] from active duty in Aviano, Italy, to life as a student and part-time member of the Air National Guard…” — Sean Ketterick
“…I know that sometimes as a military member people may think that we take for granted some of the opportunities that are afforded to us; however I would like to genuinely thank you for this opportunity. This award will be put to good use…” — David Sebastiani
Spotlights: 2013 Donaldson D. Frizzell Scholarship Recipients“Danielle is first and foremost a person of the highest character whose generosity of spirit is truly inspiring. Quite simply put, Danielle Domini is a person who desires to be true to herself and her beliefs and effect positive change.” — Said of Danielle Domini
“Rikki is one of the most outstanding students I’ve had the pleasure to work with during my 20 years at educational non-profits. I have been impressed with her intelligence and maturity, leadership, work ethic, and her commitment to serve her community.” — Said of Rikki Ignacio
“He is always looked to as a leader and I’ve observed him make decisions and stand by them in a firm but diplomatic way. Adam has proven to be a mature, responsible young man of the highest integrity. I have complete confidence in Adam’s ability to make wise decisions and to not waver in his commitment to do the right thing regardless of what others might do or say.” — Said of Adam Burgess
Spotlights: 2013 Carroll H. Payne Scholarship Recipients“I want to sincerely thank you for awarding me this scholarship. I am so honored to have been chosen and could not be more grateful. Due to your belief in me, I am that much closer to achieving my goals and for that I am and will always be so appreciative.”— Elizabeth Bracken-Awarded through partnership with Camp Pendleton Officer Wives Club
“I appreciate the scholarship I received and the education it will allow me to receive.” — Ian Lavelle-Awarded through partnership with Fort Campbell Officer’s Spouses Club
Donaldson D. Frizzell Award Recipients per Category
9
In 2013, FCEF added to its list of scholarship endowments the North Texas Association of Government Guaranteed Lenders (NTAGGL). NTAGGL is an association of Government Guaranteed lending professionals and support organizations who utilize the guarantee programs of the Small Business Administration to provide training and networking through their associated membership.
NTAGGL’s decision to establish an endowment came after just 2 years of a scholarship partnership with FCEF where in 2012 NTAGGL awarded 6 -$1,000 scholarships to low to moderate income students majoring in Economics, History, Justice Systems, Political Science, Philosophy, Psychology, Religion or Society and Environment.
The NTAGGL Board of Directors, through its membership base, raised over $40,000 to create an endowment with FCEF. This endowment should be completed in early 2014 and will allow NTAGGL to continue their ongoing commitment to scholarships for higher education of our youth. “We are very proud of our membership base and all who have donated and have worked so hard to make this scholarship program a success,” says Ms. Helma Gentry, President of NTAGGL. NTAGGL’s Scholarship Award Program is largely dependent on contributions and donations from NTAGGL Members and Associate Members.
Spotlights: North Texas Association of Government Guaranteed Lenders (NTAGGL) creates Scholarship Endowment
Carroll H. Payne (CHP) Memorial Endowment RecipientsWe are pleased to introduce you to just a few of FCEF’s CHP recipients! Congratulations to these and all of our 82 scholarship recipients!
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Last Name First Name Hometown College/University Agness Brandy Mobile, AL University of Alabama at BirminghamApplewhite Anthony Fairfax, VA George Mason UniversityBauman Bridget JBER, AK Texas A&M UniversityBerube Rachel Montgomery, AL Auburn UniversityBracken Elizabeth San Clemente, CA University of MississippiBradford Abigail Chester, VA College of William & MaryBrice Mathew Haworth, NJ Washington University in St. LouisBurgess Adam Shreveport, LA Texas Christian UniversityBurroughs Torrey Anchorage, AK Widener UniversityButkus Tyler Barnesville, PA Elizabethtown CollegeCenney Teresa Floresville, TX Texas Christian UniversityChambers Jacob Fort Polk, LA Louisiana Tech UniversityCook Jenna Mooresville, NC Ivy Tech Community CollegeCrabbs Andrew Novato, CA Florida State UniversityDomini Danielle Smithtown, NY Wheaton CollegeErenbaum Allie Poquoson, VA American UniversityFistek Alexandrea Austinburg, OH Mt. Carmel College of NursingFurey Devon Hilliard, OH Mt. Carmel College of NursingGaboriautt-Whitcomb Noelle United Kingdom The Ohio State UniversityGaither Jaenero San Antonio, TX The University of Texas at AustinGallagher Morgan Virginia Beach, VA Virginia Polytechnic Institute and State UniversityGarcia Ezequiel College Station, TX Texas A&M UniversityGargiulo Sydney Gulfport, MS Auburn UniversityGibson Ruby San Antonio, TX Brigham Young University Goder-Reiser Max Dayton, OH Tufts UniversityGray Iris Colorado Springs, CO Webster UniversityGrooms Alfred Trenton, NJ Mercer County Community CollegeGuler Meghan Theresa, NY Daemen CollegeGuy Jordan Enterprise, AL Troy UniversityHarder Rita Anderson, IN Grantham UniversityHitchner Jennifer Honolulu, HI University of HawaiiHorst Kara Carlisle, PA College of CharlestonIgnacio Rikki Ewa Beach, HI University of Hawaii at ManoaKarr Georgia Brandenburg, KY University of KentuckyKetterick Sean Waco, TX Stanford Graduate School of BusinessKimura Morgan Honolulu, HI Saint Louis UniversityKing Lawrence Virginia Beach, VA James Madison UniversityKinney Benjamin Seaford, VA University of VirginiaKline Kelsey Tyndall AFB, FL Grand Valley State UniversityKoch Kathryn Colorado Springs, CO University of Notre DameKrause Chance Springtown, TX Southern Methodist UniversityLavelle Ian Woodlawn, TN Case Western Reserve UniversityLawson Diamond Abilene, TX Georgia State UniversityLetarte Emilee East Lansing, MI Michigan State UniversityLewis Tamaira Radcliff, KY Elizabethtown Community and Technical CollegeLipsey David San Antonio, TX Rice UniversityLocklear Ashley Fort Wainwright, AK Liberty UniversityLumpkin Jacob Mooreseville, NC Appalachian State UniversityLutz Mikaylee Eielson AFB, AK Brigham Young University - IdahoMarek Danielle Mooresville, NC University of South CarolinaMiller Derrick Louisville, KY Jefferson Community and Technical CollegeMitchell Brina Fort Worth, TX University of North TexasMoore Sarah Fort Worth, TX Belmont UniversityMorrill Hayley San Antonio, TX Schreiner UniversityMudrinich Shane Fayetteville, GA Georgia Institute of TechnologyO’Donnell Siobhan San Antonio, TX San Antonio CollegeOliver Dominique Alberquerque. NM American UniversityOxentenko Katrina Grand Praire, TX College of Arts and Sciences - Oklahoma State University Passerella Candice Hampstead, NC University of North CarolinaPerkins Cameron Daleville, AL Troy UniversityPorath Laura O’Fallon, IL The University of ChicagoRayfield Kaitlyn Hickory, NC University of TennesseeReale Nigel Fredericksburg, VA George Mason UniversityReeder Maria Alberquerque, NM Lewis UniversityRehak Micaela Island Heights, NJ Rowan UniversityRix Clayton Green Cove Springs, FL St. Johns River State CollegeRoss Emily Leavenworth, KS Spring Hill CollegeRutherford Chelsea Panama City, FL Florida State University Panama CityScheckels Rebecca Fort Worth, TX Texas Christian UniversitySebastiani David Richlands, NC Embry Riddle Aeronautical UniversityShirriff Victoria O’Fallon, IL University of TorontoStemen Geoffrey Pensacola, FL Pensacola Christian CollegeTran Stephen Oklahoma City, OK The University of OklahomaWait Justin Smithfield, VA Virginia Polytechnic InstituteWaters Todd University Park, MD University of MarylandWatson Kevin Aledo, TX Baylor UniversityWhite Megan Savannah, GA The Pennsylvania State UniversityWiderggren Natalie Orange Park, FL Liberty UniversityWilliams Cyan Trenton, NJ New Jersey City UniversityWilliams Sierra El Paso, TX New Mexico State UniversityWoodard Consuela Universal City, TX Baylor UniversityZiebert Melanie Los Angeles, CA University of Southern California
Scholarship Recipients
11
6th Annual “Chip-in for Education” Golf Classic (Next “Chip-In for Education” Golf Classic — September 25, 2014)The 2013 Golf Classic was by far our most successful tournament. Held on October 3rd, at The Golf Club at Fossil Creek, everything went smoothly with no rain for a change. With a full field of golfers, FCEF netted almost $38,000 ($158,500 since 2008) for our local scholarship programs. As with every year, this was due to the wonderful support from our generous sponsors and golfers, and the many loyal volunteers.
Lead Title ($10,000)First Pacific Advisors (FPA)
Doctorate Level ($2,000)DellFirst Command Bank — Lunch SponsorMonumentalPershing, a BNY Mellon CompanyPulido’s Mexican Restaurant*Stockyard District, Greg Meyer and Eric SchusterTechnologentWeaver
Master Level ($1,500)American Airlines*
Bachelor Level ($1,000)Skip and Cisy GrayCompEdgeInformatica Midland National Life
Executive Hole Level ($700)Andres ConstructionAuldridgeGriffin, P.C.Coor’s – Fort WorthFarr SystemsFranklin TempletonScout Investments
Hole Sponsors ($250)American General Life Ins.Betsy Feroli of Weststar MortgageCallidusCloudCity VendingEl ArroyoFHLB DallasInsight Global, Inc.Modis IT StaffingRaymond James Safeco InsuranceThe CSG CompaniesLogan DickinsonTravel Corp CTM
Sponsors:
*Gift-in-kind
Special Thank You to our Lead Title Sponsor
First Pacific Advisors (FPA)
12
Volunteers And Committee MembersBill AlexyDavid BaylessCarla BeckerCourtney BroylesP-Cay BurkhalterMatt CarrollCarrie CutrightKevin DunnRobbie ElliottJulia EubanksEmily FincherDarrik Fisk Paul JohnsonRobert JonesDeb Krause
Rocky KruegerDavid MooreRose MoralesLisa PhillipsDawn PiihlLisa SandersKelly SchroederEric SchusterLori SidronyJanet SmithJosh WalsheBernadette WaseleskiDoug WorrellLynn Wright
Gifts-in-kind4imprint Inc.American Airlines Amon Carter Museum of American ArtBecky Akin, Premier DesignBen E. Keith Beverage DistributorsKaren and Allen BertapelleBilly Bob’s TexasBJ’s Restaurant and BrewhouseBlack-eyed PeaBRAVO! Cucina ItalianaC. R. Smith MuseumCalamos Investments LLCCalm Massage TherapyCharleston’s RestaurantCostcoCotton Patch Cafe #33Cousin’s BAR-B-QCowtown Cycle PartyCracker Barrel Old Country Store Inc.Dallas Cowboys Football ClubDallas MavericksDallas Stars Fdn.El ArroyoFedEx ServicesDena Flory, AvonFort Worth BikesharingFort Worth Botanical Society Inc.Fort Worth Cats Baseball ClubFox and HoundGaylord Texan Resort & Convention Ctr.Golf Etc.Golfsmith
Harris Pkwy Dental CareHilton Fort WorthHilton Garden InnHoney Baked HamHootersHULEN Modern DentistryINZO Italian KitchenIvy FundsJason Johnson, Jared - Hulen MallJason’s DeliJennifer Garcetti, ScentsyJersey Mike’s SubJohnny Carino’sKimbell Art MuseumKubes JewelersKwik KarLocations PhotographyLone Star ParkLynn Wright, NYR Organic USDavid McPhersonModern Art Museum of Fort WorthNational Cowgirl MuseumOn the BorderPalio’s Pizza CafePanera BreadPapa Murphy’sPioneer InvestmentsPutt-Putt Fun CenterRahr & Sons BrewingRazzoo’s Cajun CafeReata RestaurantRed LobsterRidgeview Ranch Golf ClubRiverchase Golf ClubSchlotzsky’sSchroderSid Richardson Museum
Smoothie King, CityviewSouthwestern Exposition & Livestock ShowSpec’s Wines-Spirits- Finer GoodsSproutsStarbucks Rob StensonStockyards Championship RodeoT & P TavernTexas de BrazilTexas Motor SpeedwayTexas Rangers BaseballThe Home DepotThe Keg Steakhouse & BarThe Principal Financial Group®Tony Sanders, Swishers Int’lTotal Wine & MoreTravel Corp CTMTroy Vinson JewelersWilliam Blair & Co. FCEF
sends a huge Thank You to all
sponsors, donors, volunteers, and
Committee Members!
Your support made this event our BEST EVER!
13
Annual Donors
FCEF Board
We at First Command Educational Foundation are incredibly proud of all our donors. The sucess of the foundation depends on the steady support from individuals, corporations, and private foundations. With your help, no matter how small or large, we can fulfill our mission to educate those who serve. Thank you for believing in us; small actions can turn into big results.
$250,000 and upFirst Command Financial Services, Inc.
$75,000 to $100,000First Command Bank
$10,000 to $24,499First Pacific Advisors (FPA)Scott and Nancy Spiker
$5,000 to $9,999Anonymous DonationsColven, Tran & Meredith, P.C.Hyatt Place Fort Worth/ CityviewNorth Texas CDCMike and Jane Thomas
$2,500 to $4,999Alliance Lending Corp.Jody BreckenridgeCapital Certified Development Corp.John ExnerGreater TX Capital Corp.Robin JonesRobert H. and Carolyn W. KerrJim LanierPhilip LeopoldVickie MauldinJim and Louise PetersenScout InvestmentsKathy SkillingtonPaul J. and Susan SmithRon and Linda TestaCarl and Janis WagnerDan Wilhite
$1,500 to $2,499Accreditied Biz ValuationsDavid and Linda AlleyRick and Jane AmelonBill and Mary BartelsEric BressmanThomas CherittCole Cougar Pride Club
Walt CoulterDell ComputersJohn and Allison DraperDyess OSC Thrift ShopDon and Libby EberlyGreater East Texas CDSamantha and Mike HilliardIndependent Bank of TXVictor and Kim JonesKurt and Corey LangenwalterChris LeeDon MarcumJames and Jae McCulloughMike and Linda MorrisonMark and Annette NielsenEd PatisaulPershing, a BNY Mellon CompanyGregory PomesStephen PopelkaEric SchusterFred SemaskoSettlePouTodd and Patricia TaylorTexas Trust Credit UnionVAW - VRC Officers Spouses Assoc.WeaverDavid WhiteLaurie and Jim WolfRod WrightTate Young
$1,000 to $1,499Craig and Lauren BadgerKirk BaurJohn BennettLindsay and Dalise BlantonDave BonneyLonnie and Janet BowmanDan BrannonLarkin BraxtonMike and Paula BrinkmanJoe CieslewiczCompEdge Coors Distributing Company of Fort Worth
Carl and Cathy CorneliusJim DeGaetanoRobert and Pam ElliottJohn and Karen FoleyCarlos and Monette GarzaJeff GibsonSkip and Cisy GrayHenry HaganBob HillInformaticaDeborah LawrenceJim LeachLarry MarkowskiCharles and Rebecca McGeeKen and Mary McQuistonGreg MeyerMidland National Life Insurance CompanyDenise and Pat MillerMonumental Life & TransamericaLuis and Janine MunizFred OffuttEarl OliverKirk OlliffChip and Carol PayneJill and John PietrusinskiPinnacle BankHarvey PullenScott and Susan RainvilleMarty and Stacie RobbinsJim and Judy SchlessJohn and Ellen ShullRobert SlaughterTony SmithJohn and Jan SniderPaul SoderlundGerald StanleyGary and Virginia SvatekTexas First BankTeresa and H. David TylerCliff WeddingtonMike WheelerWalt WhitnumHomer Worrell
$500 to $999Andres Construction
Rob and Lori AshtonAuldridgeGriffin, P.C.Robert BeltramSteven and Wendy BioneBlackRock Financial Management, Inc.Emma and Dennis BlakerBob BowmanGretchen ButlerClaudia CanestraChoctaw Bay Music ClubBrad CleetonJeff ClymanHarry & Mari CollinsJohn CookCourtyard by Marriott- SouthwestTim CusterEdward DaffronDelta Upsilon Chapter of Omega Psi Phi FraternityMerry and Logan DickinsonMark DierlamMark and Marion DiunizioChris DrakeEast Bay Coast Guard Spouses ClubJay EllisFarr SystemsFidelity InvestmentsFort Worth Chamber FoundationFranklin Templeton InvestmentsNancy and Mike GazzerroScott HallockAnthony HarveyChristopher HennKevin HollisHub InternationalIntelSusan JennawayTimothy JosephJohn and Loretta KaferBill LiquoriJeff LutherJill and Pat LyttleDan Mahoney
14
Annual Donors (continued)
North Texas Giving Day
September 19
We w o u l d l i k e t o thank all our donors for their tremendous response during the Nor th Texas Giv ing Day on September 19, 2013. Thank you for your amazing support t h at d ay. F C E F h a s participated for the third time in DonorBridge. On the 2013 North Texas Giving Day you helped us raise $22,479 to support financial education and scholarship programs!!
Thank you!
$22,479 raised on North Texas
Giving Day!
Kristy McCormickJoe McLaughlinEd MillerOwen MillerMichael and Jane NeveuLinda OgawaAlan OrrMichael ParkerRich and Candyce ParringtonJim and Kim ProvoRick ReinBill and Bonnie RobesonT. H. RushMilt SalterRamona Santos-OjedeKelly SchroederDaniel F. & Eleanor E. SeemannShay Investment Services, Inc.Bob and Lisa SmithBrent SmithSouthwest BankMark SpitlerJoe StoraskaBenny and Helga StrangeDave StrickBrian SwansonDick and Doris TerrellMichael TheresMark TimkoThomas TrantTerry TreatTyndall 1st Sergeants GroupMike and Bonnie WatsonMatt Wineriter
$250 to $499Joe AbneyAmerican General Life CompaniesJim BadeAlan BarronJohn and Carla BartonAl Batey and Marilyn ProstRick BattenMary Kay and Patrick BenishJosh BlackHugh and Kaye BlomekeLinda BombolaCharles W. BowenDave BrooksWarren Brooks
Douglas BrownSean and Erica BrownCallidusCloudNick CampbellPeter CarloChet CarrollCity Vending CompanyRussell ClarkeGreta CowartMissy CoxAlan CrowGordon and Cheryl EdginRobert EdmondsonHenry EvansFHLB DallasSkip FlemingTony FordFred GenualdiDennis GlynnRon HaglerDavid HansenMichael and Julie Ann HarvinTracy HeichelbechRalph HillMark HotchkissInsight GlobalBruce and Rhoni JenningsRon JohnsonLori and Norman KaneShane KeatonKeith Family Gift FundSandra KingKenneth and Lillian KrahlDave and Inge LavalleeSunday LewisJanice LincecumStaci and Jim MapesEddie McClellandMike and Linda McConnellModis IT StaffingJerry and Pong Mi MohrPaul MonroeMark MooreGlen MoorheadRose MoralesJoe and Dana MorrinBill MotleyJohn C. and Arline S. MottBill NicholsMark and Carolyn O’ConnorRay ParnellBill PerryArt Porcelli
John PoutierTimothy RandleRobert RauschRaymond JamesTroy RichardsJeff RichardsonSandy RishelHal RoeschRay RogerMike RogersSafeco InsuranceMark SheridanFred and Rumiko ShirleyHugh and Denise SimpsonMerle and Cindy SpauldingGlendon SpeakmanMatt SteffesBill and Pauline StroppDave and Jayme StuderDave and Kathy SurgentRobert SutterStephen D. and Janet R. ThaelerGreg and Colleen ThomasTugg and Jo Ann ThomsonClarence and Cecelia Van DonselaarJerry WackerhagenMichael WalkerBob WallaceJeff WallaceWeststar Mortgage CorporationPeter WhelanEsau and Rosa Maria WilliamsonFrank WilsonDoug Worrell
$120 to $249John AndersonDave and Sandy BarberJamie Bartels-GiddingsRay BennettLyn BonamieKevin BornhoftBo BowmanTrisha and Phil BradberryRoger BrueckbauerMike BuntingDavid BurnsDave CanaveralJohn CermakGail & Parker ConsaulCindy and Mike Crow
FCEF Board15
Honor and Memorial DonationsMemorial for Raymond M. “Joe” HensonCharles and Mary Jean Doerler
Memorial for Brian StanleyNancy SalmonDick and Doris Terrell
Memorial for Lt. Jay Smith Scholarship & Excellence FundThe Clyman FamilyMichael and Laurie HardinPaul J. and Susan Smith
Memorial for M. Alice KonecnyAnonymousBrad CleetonJohn and Allison DraperDon and Libby EberlyNancy and Mike Gazzerro
Memorial for Dallas T. LowerJohn and Allison Draper
Memorial for I. W. VanderfordRobert and Pam ElliottDave and Inge LavalleeVickie C. Mauldin
Memorial for Vevi WannerRobert and Pam ElliottDave and Inge Lavallee
In Honor and Memory of Josef E. Kubes Sr.Kubes Jewelers
In Honor of Adam BurgessRobert Burgess
Bill CulticeSteven CyrScott DavisJohn DebuskChris and Stephanie DentingerJim DentingerRick DisneySusan and Steve DixonCharles and Mary Jean DoerlerRandy DorfKevin DunnBruce EllweinEd FarissDani FeretJeffrey FinleyMichael FleischbeinAl and Sylvia GodoyJohn GosztylaRobin GreenJohn GrigsbyJohn GroffMatthew HembreeDeanna HensonPatricia HickersonCindy HigginsLuke and Ann-Louise HopkinsSarah HyderDavid IfflanderPaul JohnsonRobert JonesBob JorgensenFred JoyBill and Barbara KaneRalph KellyKatherine KirkpatrickTony and Jean KnapsteinColleen LaraLewis LevyRudy LopezRonald LuxBranden MannTina MartinScott MatlockBob McAdamsTodd MorganWill MorrisJoe MulcahyWes NiblackStan Obrey
Gordon OldeTracy OrtezJohn OsarczukJerry PanettaAleshia ParsonsBob and Suzanne PontonJocinta PowellNick PsakiMelissa RasbearyJanice and Haazim RashedAngie RibuffoLarry and Sally RobinsonTom and Vicky RollinsCurtis RossMichael RussellRobert SampsonSara SayRon and Lisa ScarboroughShawn SchwagerJessica ShaulisDavid SheehanMark SheehanGary and Christina ShoresLori SidronyMyra and Terry SlaybaughJason SmithAnna and Ezzard SmithMichelle SnyderPatricia SotoMichael and Marcy SrulowitzBen StahlClay SwindellZach ThompsonSean TuttleGraydon UyedaRick Van ZandtSteven VauseJerry and Candy WagnerZachary WaldenJoshua WalsheLaurelynn WardAlan WeaverDavid WieseRichard WilcoxPete WilsonCharles W. and Geri J. WolfeBill WoodhouseJeff YoungsCheryl Zudell
Annual Donors (continued)
Carol Payne, a member of the First Command family, pulled the heartstrings of many people who saw her handmade quilt. She graciously donated it to FCEF, resulting in the sale of 301 tickets for this awesome quilt raffle! Congratulations to winner Kurt Langenwalter.
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$5,000,000 AND UPFirst Command Financial Services, Inc.
$500,000 TO $999,999First Command BankPayne Family
$100,000 TO $249,999Torchmark Corporation
$50,000 TO $99,999AnonymousMark DierlamHyatt Place Fort Worth/CityviewInvescoNicholas and Anna RiccoScott and Nancy Spiker
$25,000 TO $49,999American General Life CompaniesCharles BauerCash America International, Inc.Franklin Templeton InvestmentsDon and Pattie FrizzellMcCune CompaniesNTAGGLJim and Louise PetersenPhilip & Janice Levin FoundationKathy SkillingtonLamar and Jan SmithPaul J. and Susan SmithMike and Jane Thomas
$10,000 TO $24,999David and Linda AlleyRick and Jane AmelonAndres ConstructionAnonymousAtmos EnergyCraig and Lauren BadgerBill and Mary BartelsKirk BaurDave BonneyDan BrannonTom CherittCompEdgeWalt CoulterMargaret CoutinhoThe Covey Restaurant & BreweryJohn and Allison DraperMarty and Sherril DurbinDon and Libby EberlyEnterpriseJohn ExnerFirst Pacific Advisors (FPA)John and Karen FoleyJeff GibsonHometown ThreadsRon and Myra Huff
Jay Smith Scholarship & Excellence FundRobin JonesVictor and Kim JonesRobert H. and Carolyn W. KerrJim LanierLaw, Snakard & Gambill, P CChris LeePhilip Leopold Don MarcumVickie MauldinMike and Linda MorrisonMark and Annette NielsenFred OffuttMichael O’HanlonPioneer InvestmentsMarty and Stacie RobbinsGeorge TalleyRon and Linda TestaTexas Aerospace Education FoundationTexas Credit Union LeagueTravelCorp CTMUnited Carpet Cleaning Systems United Technologies CorporationCarl and Janis WagnerMike WheelerLaurie and Jim WolfTate Young
$5,000 TO $9,999Boyd AdamsKurt and Sue AndersonRob and Lori AshtonAuldridgeGriffin, P. C.Richard BattenJohn BennettBrad BergerLindsay and Dalise BlantonLonnie and Janet BowmanEric BressmanBarry BridgerMike and Paula BrinkmanDave BrooksClaudia CanestraChevronColonial SavingsColven, Tran & Meredith, P. C.Consumer Service Alliance of Texas Missy CoxHoward CrumpMark and Marion DiunizioRonald DorenbushDyess OSC Thrift ShopE Management SystemsEdward ElmendorfFedEx ServicesFox and HoundCarlos and Monette GarzaRichard Giles
Golf Etc.Skip and Cisy GrayAnthony HarveySamantha and Mike HilliardKevin HollisScott HullSusan JennawayBrian JohnstonRaleigh KoneKurt and Corey LangenwalterDeborah LawrenceJim LeachJeff LutherLarry MarkowskiCharles and Rebecca McGeeJoseph McLaughlinRick and Sue McManusMidland National Life Insurance CompanyDenise and Pat MillerLuis and Janine MunizNorth Texas CDCEarl OliverKirk OlliffAlan OrrFred OrrPalio’s Pizza CaféEd PatisaulAndy and UkCha PikePulido’s Mexican RestaurantHarvey PullenScott and Susan RainvilleStephen RayRio Mambo RestaurantGlenn and Millie RobertsSteve and Denise RossT. H. RushHugh and Denise SimpsonBob SlaughterAnthony SmithTed SmithSmoothie King, CityviewJohn and Jan SniderPaul SoderlundDave and Kathy SurgentGary and Virginia SvatekTodd and Patricia TaylorDick and Doris TerrellMichael TheresMark TimkoBarry ToddTeresa and H. David TylerJay VanceVenetian Custom HomesDavid WhiteEsau and Rosa Maria WilliamsonMatt WineriterHomer Worrell
Lifetime Giving (since 2002)
FCEF Board
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Financial HighlightsOne of the best years ever for FCEF! FCEF received a 16% increase in revenue over year-end projections with a 7% actual increase over 2012 revenue dollars. To make the results even better, total expenses decreased once again in 2013, ultimately having a positive change for both revenue and expenses. Each donor and each gift, large or small, is very important to the total revenue raised in a year. FCEF is very pleased to enjoy strong, steadfast support from numerous corporations and individuals alike. Our accomplishments belong to our donors.
“Growing stronger each year, FCEF is financially sound and ready to meet its future program requirements for 2014 and beyond.”{ }
Public Support and Other RevenueDonations $744,466 $645,693Special Events $37,647 $25,100Other $74,201 $90,103Unrealized gain (loss) on Investments $40,477 $78,543Total Revenue $896,791 $839,439
Program Services Expenses Scholarship $319,760 $302,820Education $292,656 $274,476 Development and Fund Raising $110,562 $108,217Management and General Administrative $39,849 $81,083Total Expenses $762,827 $766,596Net Income $133,964 $72,843
Net Assets At Beginning of Year $1,128,180 $1,055,337At End of Year $1,262,144 $1,128,180Increase (decrease) $133,964 $72,843
Douglas C. Worrell, Treasurer
Corporations66%
Individuals30%
Other 4%
Source of Donations
Management 5%
Program Expenses
Education38%Scholarships
42%
Development15%
Program Expenses
Source of Donations
Statement of Activities Unaudited Audited 2013 2012
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Back row left to right:
Doug Worrell Treasurer Vice President, Treasurer, First Command Financial Services, Bedford, Texas
Brent SmithRetiredMontgomery, AL
Robert Slaughter Chairman V-22 Sr. ILS Specialist, Bell HelicopterHurst, Texas
Robert Beltram RetiredFort Worth, Texas
Michael F. MorrisonCFO and Executive Vice President, First Command Financial ServicesArlington, Texas
Front row left to right:
Paul J. Smith SecretaryRetiredMiramar Beach, Florida
Vickie MauldinCEO, First Command Educational FoundationFort Worth, Texas
Doris M. Terrell Retired Fort Worth, Texas
Martha E. “Cisy” Gray Vice PresidentRetired Fort Worth, Texas
Back row left to right:
Al Godoy, Senior Programs Manager
Sandra King, Scholarship Programs Manager
Jay Ellis, Education & Communication Specialist
Front row left to right:
Inge Lavallee, Development Assistant
Vickie Mauldin, Chief Executive Officer
Pam Elliott, Executive Assistant
Staff Members
Board of Directors
FCEF Board Officer
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©2014 First Command Educational Foundation 03194
First Command Educational Foundation1 FirstComm PlazaFort Worth, TX 76109-4999Phone: 817.569.2940Toll Free: 1.877.872.8289Fax: [email protected]
Keep up with FCEF activities all year long as they happen.
First Command Educational Foundation (FCEF) @FCEF
Want to help FCEF without spending any additional funds? You can through Passive Giving!
FCEF is partnered with many organizations that will donate to us when you simply use them for some of your everyday activities, and tell them you do this in support of First Command Educational Foundation. Each program works a little differently and you can find all you need to know to get started on fcef.com.
Help FCEF continue educational programs and scholarships by supporting our loyal partners. THANK YOU!
Mission: To educate those
who serve.
Vision: Become a nationally recognized leader in providing high quality financial literacy and supporting pursuit of
higher education.
FCEF Scholars Alumni Society